Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Paffrath Organization, DBA Meet Kevin; investment-related; online media company and real estate brokerage; 8164 Platinum Street, Ventura, CA 93004; CEO; 04/2013; 175.6 hours/month; 149 hours/month during securities trading hours; social media brand, online educational courses, educational discussion groups, educational livestreams, video game livestreams, in-person events, public speaking, online educational video content and podcasts, collaborations with other creators, merchandise and apparel sales, domain purchases, online news reporting website (eHack.com), California real estate brokerage. House Hack, Inc., DBA HouseHack; investment-related; real estate investment company; 8164 Platinum Street, Ventura, CA 93004; Chairman of the Board, CEO; 120 hours/month; 120 hours/month during securities trading hours; oversee team for rental renovations, rentals, and deal acquisitions, software development, task management software (TaskHack). Plato's Philosophy, LLC, DBA StockHack and StackHack; investment-related; registered investment adviser; 8164 Platinum Street, Ventura, CA 93004; CEO; 20 hours/month; 20 hours/month during securities trading hours; sub-adviser to The Meet Kevin Pricing Power ETF (Ticker Symbol: PP). SuitHack, LLC; investment-related; applying to be a broker-dealer; 8164 Platinum Street, Ventura, CA 93004; CEO; 8 hours/month; 8 hours/month during securities trading hours; preparing documents for broker-dealer and securities research. Really Toxic Assets, LLC; investment-related; asset ownership entity; 8219 Quartz Street, Ventura, CA 93004; owner; 06/2019; 0.6 hours/month; 0.4 hours/month during securities trading hours; Holds investments such as real estate and other LLC memberships. Not My TSLA, LLC; non-investment-related; asset ownership entity; 8219 Quartz Street, Ventura, CA 93004; owner; 12/2021; 0.6 hours/month; 0.4 hours/month during securities trading hours; Owns business-use plane. XXXXX Family Trust; investment-related; personal asset entity; 8219 Quartz Street, Ventura, CA 93004; trustee and beneficiary; 11/2015; 0.6 hours/month; 0.4 hours/month during securities trading hours; Holds ownership of personal assets such as business ownerships, investments, or otherwise. Family Trust name X'd out due to family privacy, which is -- of course -- available in full to FINRA upon request. Stay Hack, Inc., FundHack, LLC, DaHack, LLC, PayrollHack, Inc., HouseHackHomes, Inc., HouseHackHomes Manager 1 LLC, HouseHackHomes Master 1 LLC, HouseHackHomes DST 1, CrashHack - Balanced One LLC, HodlHack Two LLC, CharityHack, LLC, VentureCapital, LawHack, APC; investment-related; affiliated or commonly controlled/owned entities; 8164 Platinum Street, Ventura, CA 93004; 08/2023; 0 hours/month; 0 hours/month during securities trading hours; entities are formed for various business purposes but are either not currently active, have been closed, or are in the process of being closed. Affiliate for Companies with Referral Link; Interactive Brokers, LLC, Ladder Insurance Services, LLC, Webull Financial, LLC, Coinbase, Amazon.com, Inc., StreamYard, Inc.; investment-related; broker-dealer, life insurance company, broker-dealer, crypto brokerage, online retailer, online video streaming platform; affiliate/sponsor; 01/2020; 3.6 hours/month; 2.4 hours/month during securities trading hours; Affiliate, promote as a service and receive referral compensation for sign-ups. Past Affiliate Relationships (TradingView, Lemonade Insurance, SoFi, Public.com, etc.); investment-related; affiliate/sponsor; 01/2018; 0 hours/month; 0 hours/month during securities trading hours; Affiliate, promote as a service and receive referral compensation for sign-ups. Previous Private Investments (Oxygen, BlockFi, Approntix, and Lore Library LLC); investment-related; investor; 0 hours/month; 0 hours/month during securities trading hours; private investor.